As a global payment giant, PayPal's investment strategy in cryptocurrency projects can be described as very sharp.
From the non-EVM high-performance public chain @Aptos, which has the largest total issuance of RWA assets, to the Delta neutral stablecoin @ethena_labs, and then to the stablecoin L1 chain @stable and the AI Agent payment-focused @GoKiteAI.
PayPal's investment reach in cryptocurrency projects extends across the entire stablecoin sector, covering upstream, midstream, and downstream. Aptos and Stable represent the upstream infrastructure layer; Ethena represents the midstream issuance and liquidity layer; @GoKiteAI represents the downstream applications and services related to payments.
From the demand side, in the foreseeable future, AI agents will become the largest users of stablecoins, and the scale of AI payments will far exceed all traffic. @GoKiteAI, as the foundational layer of the stablecoin payment system, directly addresses the massive demand in the stablecoin payment market.
<So, will @stable, which is also favored by PayPal's capital, form vicious competition with @GoKiteAI?>
In my view, the cooperative relationship between the two is much greater than the competition.
@stable, as a dedicated L1 chain for stablecoins, focuses on expanding on-chain applications including $PYUSD, $USDT, etc., ensuring the security and efficiency of transactions;
While @GoKiteAI acts as the AI Agents layer, providing scenarios for autonomous trading, identity building, strategy execution, etc., for stablecoins, deepening the application scenarios of stablecoins.
This creates a true ecological synergy effect between the two, further expanding PayPal's ecological landscape in the cryptocurrency field.
That's all.
The rise of Plasma and Stable stablecoin tracks, where is the next trillion-dollar market opportunity? 🧐
The answer is AI Agent payments, which is "PayPal's Prince" Kite AI.
Under the trend of native chains like @Plasma and @stable emerging, it marks the transformation of stablecoins from value storage tools to efficient, low-cost, global payment infrastructure, solving high-throughput transaction bottlenecks and attracting strategic investments from giants like Bitfinex and PayPal, driving the trillion-dollar payment market from DeFi to mainstream.
At the same time, from the demand side, AI agents will become the largest users of stablecoins, as C-end consumption gradually shifts to automation paths driven by Agents, the payment scale and frequency of stablecoins will significantly increase.
In this context, we should pay more attention to @GoKiteAI, as it directly undertakes this supply-side wave, building the operational system for Agentic Payment.
In simple terms, Kite is the first public chain to achieve AI payments with stablecoins aimed at the Agentic Internet, with the core goal of enabling future agent-to-agent transactions to be conducted through stablecoins on Kite.
Money flows through stablecoins, and contracts instantly distribute income to data providers, model providers, infrastructure providers, and other related parties in the AI upstream and downstream.
At the same time, Kite is also the only stablecoin AI payment project in the Crypto field that is led, endorsed, and invested with core resources by PayPal Ventures, having raised 33 million dollars. Do you understand the true value of being "PayPal's Prince"?!
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